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Formidable Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Formidable Asset Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$798K Sell
1,335
-13
-1% -$8.67K 0.13% 165
2026
Q1 		$845K Buy
1,348
+167
+14% +$104K 0.13% 156
2025
Q4 		$723K Sell
1,181
-305
-21% -$190K 0.11% 189
2025
Q3 		$844K Buy
1,486
+202
+16% +$119K 0.13% 154
2025
Q2 		$660K Hold
1,284
– – 0.11% 182
2025
Q1 		$660K Sell
1,284
-22
-2% -$11.9K 0.11% 187
2024
Q4 		$704K Sell
1,306
-450
-26% -$244K 0.12% 167
2024
Q3 		$926K Sell
1,756
-224
-11% -$114K 0.15% 133
2024
Q2 		$990K Buy
1,980
+294
+17% +$141K 0.16% 128
2024
Q1 		$810K Sell
1,686
-298
-15% -$136K 0.13% 161
2023
Q4 		$867K Sell
1,984
-470
-19% -$192K 0.18% 107
2023
Q3 		$964K Buy
2,454
+17
+0.7% +$6.95K 0.21% 89
2023
Q2 		$992K Sell
2,437
-32
-1% -$12.3K 0.22% 84
2023
Q1 		$932K Buy
2,469
+1
+0% +$367 0.2% 96
2022
Q4 		$867K Hold
2,468
– – 0.2% 98
2022
Q3 		$872K Sell
2,468
-31
-1% -$11.3K 0.2% 94
2022
Q2 		$873K Sell
2,499
-631
-20% -$238K 0.2% 99
2022
Q1 		$1.3M Buy
3,130
+1
+0% +$409 0.25% 78
2021
Q4 		$1.37M Buy
3,129
+35
+1% +$14.8K 0.26% 72
2021
Q3 		$1.22M Sell
3,094
-2,414
-44% -$979K 0.23% 84
2021
Q2 		$2.18M Buy
5,508
+2,253
+69% +$865K 0.47% 40
2021
Q1 		$1.2M Sell
3,255
-1,348
-29% -$478K 0.26% 90
2020
Q4 		$1.57M Buy
4,603
+589
+15% +$192K 0.36% 60
2020
Q3 		$1.23M Buy
4,014
+2,020
+101% +$615K 0.36% 64
2020
Q2 		$581K Buy
+1,994
New +$537K 0.17% 119
2016
Q2 		– Sell
-514
Closed -$98K – 418
2016
Q1 		$98K Sell
514
-25
-5% -$4.47K 0.07% 158
2015
Q4 		$98K Hold
539
– – 0.07% 170
2015
Q3 		$94K Hold
539
– – 0.06% 173
2015
Q2 		$102K Hold
539
– – 0.07% 163
2015
Q1 		$104K Buy
539
+64
+13% +$12.1K 0.07% 154
2014
Q4 		$89K Buy
+475
New +$87.6K 0.06% 151

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Formidable Asset Management's VOO Position: Q2 2026 in Review

Formidable Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.96% in Q2 2026, selling an estimated $8.67K and leaving 1,335 shares worth $798K. The position accounts for 0.13% of the portfolio, ranked #165.

Formidable Asset Management first reported a position in VOO in Q4 2014 and has held it in 31 quarters since. The position peaked at $2.18M in Q2 2021. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Formidable Asset Management held 1,335 shares of Vanguard S&P 500 ETF worth $798K as of Q2 2026.
  • Formidable Asset Management sold 13 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $8.67K.
  • Vanguard S&P 500 ETF made up 0.13% of Formidable Asset Management's portfolio in Q2 2026, its #165 holding.
  • Formidable Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 31 quarters since.
  • Formidable Asset Management's Vanguard S&P 500 ETF position peaked at $2.18M in Q2 2021.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.